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Get Institutions for : 
Morningstar Inc (MORN)  
$298.38 0.78 (0.26%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 347    14
Total shares held : 
 25,120,414  
% of shares held : 
 58.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -903,067  
% of shares held change : 
   -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $229.53  
Last Quarter's Ending Price : 
 $286.24  
Last Quarter's Average Price : 
 $260.56  
Change from last quarter's     
avg. price to the last closing  : 
37.82 (14.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 417,959
 1.66%
 
Increased Positions :
118
 599,163
 2.39%
 
Unchanged Positions :
68
 248,619
 0.99%
 
Decreased Positions :
128
-1,781,802
-7.09%
 
Closed Positions :
19
-138,387
-0.55%
 
Guru Positions :
1
22,955
 0.09%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Select Equity Group L.P. 9 - 2023-12-31 2,984,027 $854,148,000 -614,881
   MORGAN STANLEY 356 - 2023-12-31 1,936,055 $554,177,000 -21,255
   BAMCO INC /NY/ 21 - 2023-12-31 1,322,451 $378,538,000 -4,157
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 43 - 2023-12-31 1,246,569 $356,818,000 -6,092
   Liontrust Investment Partners LLP 24 - 2023-12-31 424,939 $121,635,000 -28,191
   FMR LLC 949 - 2023-12-31 408,640 $116,969,000 -25,899
   BANK OF NEW YORK MELLON CORP 609 - 2024-03-31 359,151 $110,751,000 -27,325
   J P MORGAN CHASE & CO 915 - 2023-12-31 272,523 $78,007,000 -71,041
   RENAISSANCE TECHNOLOGIES LLC 255 - 2023-12-31 215,900 $61,799,000 -48,900
   AMERIPRISE FINANCIAL INC 706 - 2023-12-31 202,597 $57,991,000 -51,374
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 187,631 $57,860,000 -332
   PRAESIDIUM INVESTMENT MANAGEMENT COMPANY LLC 10 - 2023-12-31 177,195 $50,720,000 -23,555
   GOLDMAN SACHS GROUP INC/ 1032 - 2023-12-31 163,311 $46,746,000 -111,548
   AMERICAN CAPITAL MANAGEMENT INC 27 - 2023-12-31 142,727 $40,854,000 -19,060
   SEI INVESTMENTS CO 366 - 2023-12-31 123,450 $35,336,000 -4,363
   WELLS FARGO & CO/MN 887 - 2023-12-31 101,731 $29,119,000 -5,947
   CRAMER ROSENTHAL MCGLYNN LLC 26 - 2023-12-31 92,465 $26,467,000 -16,561
   NUVEEN ASSET MANAGEMENT, LLC 1007 - 2023-12-31 86,667 $24,808,000 -12,507
   RHUMBLINE ADVISERS 624 - 2023-12-31 77,432 $22,164,000 -1,629
   CONFLUENCE INVESTMENT MANAGEMENT LLC 84 - 2024-03-31 68,054 $20,986,000 -6,201
   NORDEA INVESTMENT MANAGEMENT AB - 2024-03-31 65,167 $20,084,000 -439
   BALYASNY ASSET MANAGEMENT LLC 438 - 2023-12-31 67,375 $19,285,000 -3,649
   Chicago Capital LLC 42 - 2024-03-31 59,168 $18,246,000 -635
   INVESCO LTD 1480 - 2023-12-31 58,975 $16,881,000 -193,093
   Swiss National Bank 722 - 2023-12-31 50,500 $14,455,000 -5,700
   CREDIT SUISSE/ 785 - 2023-12-31 47,606 $13,627,000 -805
   CI INVESTMENTS INC 196 - 2023-12-31 43,855 $12,553,000 -2,912
   DIAM CO. LTD 392 - 2024-03-31 36,435 $11,235,000 -1,851
   Coronation Fund Managers Ltd. 67 - 2024-03-31 35,811 $11,043,000 -3,522
   AMERICAN INTERNATIONAL GROUP INC 385 - 2023-12-31 35,405 $10,134,000 -1,480
   CANADA PENSION PLAN INVESTMENT BOARD 528 - 2023-12-31 35,000 $10,018,000 -6,000
   KORNITZER CAPITAL MANAGEMENT INC /KS - 2024-03-31 26,781 $8,258,000 -1,041
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 712 - 2023-12-31 27,069 $7,748,000 -1,229
   SCOUT INVESTMENT ADVISORS INC 159 - 2023-12-31 24,204 $6,928,000 -11,644
   Motley Fool Wealth Management LLC 82 - 2023-12-31 24,009 $6,855,000 -226
   BARCLAYS PLC 1275 - 2023-12-31 23,841 $6,823,000 -74,242
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 457 - 2023-12-31 22,955 $6,571,000 -5,507
   BANK OF NOVA SCOTIA / 462 - 2023-12-31 22,869 $6,546,000 -116,131
   NATIONAL BANK OF CANADA /FI/ 591 - 2023-12-31 23,158 $6,410,000 -102,045
   Russell Investments Group Ltd. 1010 - 2023-12-31 22,331 $6,392,000 -4,051
   SOUTHEAST ASSET ADVISORS INC. 20 - 2023-12-31 22,204 $6,356,000 -7,658
   MANUFACTURERES LIFE INSURANCE CO 1048 - 2023-12-31 21,904 $6,270,000 -886
   DAIWA SECURITIES GROUP INC. 293 - 2024-03-31 17,945 $5,534,000 -5,660
   NEW YORK STATE COMMON RETIREMENT FUND 1062 - 2023-12-31 19,050 $5,453,000 -2,002
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 15,518 $4,785,000 -577
   ALGERT COLDIRON INVESTORS LLC 152 - 2023-12-31 16,419 $4,700,000 -7,238
   MetLife Investment Advisors LLC 516 - 2023-12-31 15,739 $4,505,000 -237
   GREAT WEST LIFE ASSURANCE CO /CAN/ 813 - 2023-12-31 15,699 $4,489,000 -443
   AMALGAMATED BANK 509 - 2024-03-31 14,468 $4,461,000 -4,042
   Quadrature Capital LTD 144 - 2023-12-31 15,585 $4,461,000 -14,034
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 14,216 $4,384,000 -1,370
   MOTLEY FOOL ASSET MANAGEMENT LLC 71 - 2023-12-31 15,177 $4,344,000 -343
   YHB INVESTMENT ADVISORS, INC. 70 - 2024-03-31 14,037 $4,329,000 -55
   POLEN CAPITAL MANAGEMENT INC 83 - 2023-12-31 13,785 $3,946,000 -276
   COMMERCE BANK N A/MO - 2024-03-31 12,345 $3,807,000 -224
   STATE OF WISCONSIN INVESTMENT BOARD 1074 - 2023-12-31 13,176 $3,771,000 -5,635
   YOUSIF CAPITAL MANAGEMENT LLC 469 - 2024-03-31 11,871 $3,661,000 -232
   CI Private Wealth LLC 790 - 2023-12-31 12,588 $3,603,000 -988
   JANUS HENDERSON GROUP PLC 978 - 2023-12-31 11,879 $3,401,000 -19
   COMERICA BANK 894 - 2023-12-31 11,756 $3,365,000 -215
   US BANCORP 673 - 2023-12-31 11,392 $3,261,000 -35
   ING INVESTMENT MANAGEMENT LLC 1024 - 2023-12-31 11,319 $3,240,000 -247
   M&T BANK CORP 513 - 2023-12-31 10,467 $2,996,000 -568
   BNP Paribas Investment Partners S.A. 550 - 2023-12-31 10,435 $2,987,000 -17,897
   CEERA INVESTMENTS LLC 27 - 2023-12-31 9,991 $2,860,000 -2,465
   CAPTRUST FINANCIAL ADVISORS 799 - 2023-12-31 9,160 $2,622,000 -1,638
   ATRIA INVESTMENTS LLC 519 - 2023-12-31 8,735 $2,500,000 -2,820
   REDMOND ASSET MANAGEMENT, LLC 44 - 2023-12-31 8,359 $2,393,000 -169
   GEORGE KAISER FAMILY FOUNDATION 10 - 2023-12-31 7,638 $2,186,000 -6,716
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 7,154 $2,048,000 -115
   TWO SIGMA INVESTMENTS LLC 1410 - 2023-12-31 7,100 $2,032,000 -70
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 444 - 2024-03-31 6,417 $1,979,000 -945
   THRIVENT FINANCIAL FOR LUTHERANS 1350 - 2023-12-31 6,507 $1,863,000 -8
   Sepio Capital LLC 107 - 2023-12-31 6,120 $1,752,000 -635
   TWO SIGMA ADVISERS, LLC 1364 - 2023-12-31 6,100 $1,746,000 -200
   SUMMIT INVESTMENT ADVISORS INC 379 - 2023-12-31 5,751 $1,646,000 -84
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 827 - 2024-03-31 5,271 $1,625,000 -343
   FIS GROUP INC. 528 - 2023-12-31 5,658 $1,620,000 -100
   AQR CAPITAL MANAGEMENT LLC 1437 - 2023-12-31 5,627 $1,611,000 -2,388
   BESSEMER GROUP INC 546 - 2023-12-31 5,455 $1,563,000 -2,453
   BLAIR WILLIAM & CO/IL 747 - 2023-12-31 5,079 $1,454,000 -909
   MAGNETAR FINANCIAL LLC 183 - 2023-12-31 5,030 $1,440,000 -1,113
   BANK OF MONTREAL /CAN/ 1504 - 2023-12-31 4,661 $1,347,000 -4
   Atlantic Trust Group LLC 590 - 2023-12-31 4,325 $1,238,000 -142
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2494 - 2023-12-31 4,295 $1,229,000 -15,913
   Black Creek Investment Management Inc. 33 - 2023-12-31 3,900 $1,116,000 -1,500
   ADVISORY SERVICES NETWORK, LLC 636 - 2023-12-31 3,443 $986,000 -196
   TEACHER RETIREMENT SYSTEM OF TEXAS 1023 - 2023-12-31 3,311 $948,000 -772
   Accretive Wealth Partners LLC 71 - 2023-12-31 3,312 $948,000 -8
   JANNEY MONTGOMERY SCOTT LLC 1546 - 2024-03-31 3,058 $943,000 -180
   Advisor Group Holdings Inc. 2589 - 2023-12-31 3,228 $924,000 -1,705
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1029 - 2023-09-30 3,734 $875,000 -141
   Holocene Advisors LP 613 - 2023-12-31 2,970 $850,000 -11,766
   FEDERATED INVESTORS INC /PA/ 1180 - 2023-12-31 2,951 $845,000 -591
   FRANKLIN RESOURCES INC 1658 - 2023-12-31 2,868 $821,000 -6,352
   H D Vest Advisory Services 829 - 2023-12-31 2,553 $731,000 -273
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2311 - 2024-03-31 2,102 $648,000 -5,518
   Procyon Private Wealth Partners LLC 289 - 2024-03-31 2,057 $634,000 -189
   Crossmark Global Holdings Inc. 782 - 2023-12-31 2,024 $579,000 -65
   PICTET ASSET MANAGEMENT SA 1206 - 2023-06-30 2,752 $540,000 -261
  100 Records found
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